John M Olson, MS, MPAS®, CFP®, CLU®, AWMA®
Allentown, Pennsylvania, United States
647 followers
500+ connections
About
The process of discovering clients' financial goals and priorities creates an awareness…
Articles by John M
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Join our exclusive webinar to hear Janney’s Investment Strategists’ views on the current state of the economy and markets, their outlook for the…
Join our exclusive webinar to hear Janney’s Investment Strategists’ views on the current state of the economy and markets, their outlook for the…
Shared by John M Olson, MS, MPAS®, CFP®, CLU®, AWMA®
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In the latest edition of Investment Perspectives, our Investment Strategy Group discusses optimism for European markets, the importance of real…
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses optimism for European markets, the importance of real…
Shared by John M Olson, MS, MPAS®, CFP®, CLU®, AWMA®
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Happy Mother’s Day to all the incredible moms who give us love and endless support.
Happy Mother’s Day to all the incredible moms who give us love and endless support.
Shared by John M Olson, MS, MPAS®, CFP®, CLU®, AWMA®
Experience
Education
Licenses & Certifications
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Chartered Life Underwriter (CLU)
The American College of Financial Services
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Master Planner Advanced Studies SM or MPAS®
College for Financial Planning
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General Securities Sales Supervisor (Series 9/10)
FINRA
Courses
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Certified in Long-Term Care
2012
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Leadership Upper Bucks Graduate
2011
More activity by John M
"Under Trump, we had a bad experience." Now Beijing is preparing for a potential Trump return and for drama to ramp up. Of the issues: Trade War 2.0,…
"Under Trump, we had a bad experience." Now Beijing is preparing for a potential Trump return and for drama to ramp up. Of the issues: Trade War 2.0,…
Liked by John M Olson, MS, MPAS®, CFP®, CLU®, AWMA®
Our Head of Wealth Planning was recently a featured guest on Yahoo Wealth! Watch the segment to discover the benefits of financial planning and gain…
Our Head of Wealth Planning was recently a featured guest on Yahoo Wealth! Watch the segment to discover the benefits of financial planning and gain…
Shared by John M Olson, MS, MPAS®, CFP®, CLU®, AWMA®
Discover expert advice and tips to reset and improve your sleep schedule so you wake up refreshed every morning.
Discover expert advice and tips to reset and improve your sleep schedule so you wake up refreshed every morning.
Shared by John M Olson, MS, MPAS®, CFP®, CLU®, AWMA®
Happy Earth Day! Let’s cherish and celebrate all our Earth’s wonders.
Happy Earth Day! Let’s cherish and celebrate all our Earth’s wonders.
Shared by John M Olson, MS, MPAS®, CFP®, CLU®, AWMA®
Not sure where to start with your spring cleaning? Check out this essential list of cleaning hacks, products, tricks, and techniques to get your home…
Not sure where to start with your spring cleaning? Check out this essential list of cleaning hacks, products, tricks, and techniques to get your home…
Shared by John M Olson, MS, MPAS®, CFP®, CLU®, AWMA®
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